PAROX Mutual Fund

PAROX Mutual Fund

NAV$24.84
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Returns Overview

1 Month
-0.92%
3 Months
-0.64%
6 Months
+2.86%
YTD
+9.54%
1 Year
+12.08%
3 Years (annualized)
+19.31%
5 Years (annualized)
+7.68%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would PAROX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+9.54%
Peer Avg (YTD)
+14.77%
vs Peers
-5.23%

PAROX Mutual Fund Performance

PAROX performance across multiple time periods: 1-month -0.92%, YTD 9.54%, 1-year 12.08%, 3-year 19.31%, 5-year 7.68%, 10-year 11.18%.

PAROX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

PAROX vs another fund shows side-by-side returns. PAROX alternatives are available in the Mutual Fund Screener.